-35.3%
PRZO vs VOO
+77.0%
-112.2%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.8% |
| 7D | +1.1% | -0.4% | +1.4% | +1.4% |
| 30D | +55.6% | -1.4% | +57.0% | +57.4% |
| 3M | +42.0% | +3.7% | +38.3% | +38.4% |
| 6M | -25.6% | +13.0% | -38.7% | -31.3% |
| YTD | +4.0% | +12.4% | -8.4% | -3.5% |
| 1Y | -35.3% | +18.6% | -53.9% | -41.0% |
| All | -35.3% | +77.0% | -112.2% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling